See the redesigned Analytics page with new widgets that help give you deeper insight into actionable items for you and your clients. Most reports can be run at the account, prospect/client & household level. Click the here to access a 45 second video.
The 6 widgets available are:
- Drift of Portfolio Risk from Tolerance
- Book Level Exceptions
- PRISM risk ratings across your practice
- Drift account exceptions
- Missing Risk Tolerance Exceptions
- Clients PRISM RatingTM Distribution
With both PRISM & Risk tolerance scores you can fully harness the power of the analytics tab. Try it out today and see where your practice stands.